Author
@EricBalchunas EricBalchunas
grade Ax.com/EricBalchunas ↗
Bloomberg ETF analyst dissecting fund flows, launches, and index mechanics with data
Covers the ETF and asset-management industry as a sell-side-
trader score
+0.31
hit rate
55%
mean α
+0.05%
signals 14d
80
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 55% hit rate, +0.05% mean alpha, trader score +0.31. Their last-14d mentions, direction-adjusted, have moved -2.7% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @EricBalchunas | · | The author argues large stock declines create political pressure because retirement savers increasingly depend on equities. | · | tweet ↗ |
| 2026-10-16 | · | @EricBalchunas | · | The author says asset managers have accepted an industry reality and are adapting successfully to it. | · | tweet ↗ |
| 2026-10-16 | · | @EricBalchunas | · | Taiwan's rally is said to be driving restricted fund managers toward day trading or less restrictive firms. | · | tweet ↗ |
| 2026-10-16 | · | @EricBalchunas | · | The Coke-versus-Pepsi analogy mocks a self-interested industry recommendation. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | The author says an alternative video angle appears more convincing than a demo that looked like CGI. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | The author agrees that lowering debt-to-GDP is possible despite widespread skepticism. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | Meb Faber favors unloved foreign stocks, small caps, and value while arguing bear markets clear excesses. | · | tweet ↗ |
| 2026-10-15 | WBIE | @EricBalchunas | +0.25 | William Blair launched international and emerging-market ETFs with 55-basis-point fees. | · | tweet ↗ |
| 2026-10-15 | WBEM | @EricBalchunas | +0.25 | William Blair launched international and emerging-market ETFs with 55-basis-point fees. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | The author withholds judgment on a new initiative despite acknowledging substantial uncertainty. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | The author sees an uphill battle for a newly launched product but allows one to two years for progress. | · | tweet ↗ |
| 2026-10-15 | · | @EricBalchunas | · | FutureSports plans thousands of sports indexes and futures, potentially culminating in ETFs. | · | tweet ↗ |
| 2026-10-14 | · | @EricBalchunas | · | Reports a new filing for an ETF investing in companies with negative income or cash flow. | · | tweet ↗ |
| 2026-10-14 | · | @EricBalchunas | · | Views a low-turnover, cap-weighted, low-fee strategy as reasonably classed with passive funds. | · | tweet ↗ |
| 2026-10-14 | · | @EricBalchunas | · | Says a 3-basis-point product beating over 90% of active managers across 20 years is exceptional. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.